Morningstar (MORN) | Stock Overview & Key Data
Morningstar Performance Comparison
Stock Range
Today's Range
52 Week Range
All-Time High: $365.00 on December 16, 2024
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Key Statistics
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Financial Highlights
Quarter Income Flow
Dec 31, 2025
Annual Income Flow
2025
Dividend Information
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Morningstar
MORN
|
7.03B Mid-cap | -4.62% | 1.82% | -5.22% | -17.83% | -17.72% | -41.42% | -14.95% | -27.74% | 115.68% | 198.04% | 361.71% |
|
S&P Global
SPGI
|
130.51B Large-cap | 1.67% | 5.19% | -0.59% | -15.12% | -17.28% | -16.47% | 6.00% | 7.22% | 292.46% | 957.59% | 699.29% |
|
CME
CME
|
103.42B Large-cap | 5.57% | -10.97% | -15.22% | -2.24% | -1.33% | 0.01% | 46.40% | 27.92% | 186.46% | 384.94% | 196.68% |
|
FactSet Research
FDS
|
8.46B Mid-cap | -4.27% | 10.95% | 13.69% | -19.23% | -17.21% | -42.57% | -42.71% | -25.87% | 54.79% | 146.16% | 464.91% |
|
Dun & Bradstreet
DNB
|
4.08B Mid-cap | 0.55% | 0.33% | 1.67% | 6.03% | 6.03% | -23.75% | -35.38% | -62.90% | -66.24% | -66.24% | -66.24% |
|
Intercontinental
ICE
|
89.43B Large-cap | 0.76% | -9.24% | -13.25% | -13.20% | -12.43% | -21.25% | 25.83% | 24.63% | 177.02% | 494.96% | 1,288.64% |
Ownership & Short Interest
Calculate Your Morningstar Investment Returns
Long-Term Investment Performance Analysis
Morningstar stock price in Jul 2016 was $84.88, A $1,000.00 lump sum investment in Morningstar made 9 years ago would be worth approximately $2,039.70 today, representing a strong return of 103.97%. This translates to an annualized return (CAGR) of 7.46%.
9 Years 10 Months Investment Scenario (Jul 2016 - Jun 2026)
Investment Breakdown
Value Comparison
Disclaimer: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing. Past performance does not guarantee future results.
Frequently Asked Questions
- What is MORN's 52-week high and low?
- In the last 52 weeks, Morningstar reached a high of $316.71 (on June 30, 2025) and a low of $149.08 (on February 12, 2026).
- What is the market cap and P/E ratio for MORN?
- Curious about Morningstar's size and valuation? Its market capitalization stands at 7.03B. When it comes to valuation, the P/E ratio (trailing twelve months) is 21.10, and the forward P/E (looking ahead) is 14.45.
- Does MORN pay dividends? If so, what's the yield?
- Yes, Morningstar is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 1.29%, and the company has paid an average of $1.87 per share annually over the past 3 years.
- Who are Morningstar's main competitors or similar companies to consider before investing?
When looking at Morningstar, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:
Company Mkt Cap Sector Industry 1Y Return 3Y Return S&P Global
SPGI130.51B Financial Services Financial Data & Stock Exchanges -16.47% 6.00% CME
CME103.42B Financial Services Financial Data & Stock Exchanges 0.01% 46.40% FactSet Research
FDS8.46B Financial Services Financial Data & Stock Exchanges -42.57% -42.71% Dun & Bradstreet
DNB4.08B Financial Services Financial Data & Stock Exchanges -23.75% -35.38% Intercontinental
ICE89.43B Financial Services Financial Data & Stock Exchanges -21.25% 25.83% For a more comprehensive list, please see the Peer Performance Comparison table on this page.
- What are the key financial health indicators for Morningstar Inc.? (e.g., ROE, Debt/Equity)
- To get a sense of Morningstar's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 26.35%, the Debt to Equity ratio from the most recent quarter is 103.21, and its Gross Profit Margin stands at 61.13%.
- What is the recent revenue and earnings growth for MORN?
- Looking at Morningstar's growth, its revenue over the trailing twelve months (TTM) was $2B. Compared to the same quarter last year (YoY), quarterly revenue grew by 8.50%, and quarterly earnings saw a YoY growth of -1.50%.
- How much of MORN stock is held by insiders and institutions?
- Wondering who owns Morningstar stock? Company insiders (like executives and directors) hold about 48.87% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 64.20%.
For more common questions about our data, please visit our About Data page.
Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.